First Vice President–Wealth Management
As a Financial Advisor in the 1285 Headquarters Wealth Management office of UBS, Jin focuses on total wealth management and provides strategies for multi-dimensional personal and business finances. Jin insists on understanding the specific situations of clients with whom she works, thereby allowing her to establish objectives, develop appropriate strategies, recommend solutions, and review the progress they are making together.
Experience to guide you forward
Prior to UBS, Jin was with the Merrill Lynch Global Wealth Management Group for 21 years. Prior to that, she was with KPMG in Hong Kong as an auditor. She is a member of the American Institute of CPAs. Jin does not provide tax advice in her current role at UBS. Jin is a Certified Financial Planner™ certificant, a designation awarded by the Certified Financial Board of Standards, Inc and a Chartered Retirement Planning CounselorSM (CRPC®).
Outside the office
Jin lives in Manhattan with her husband, David and her son, Miles.